Join | Print Page | Sign In
Vendor Finder – Banking and Finance Services
Share |

Banking & Finance Services


Alliance Association Bank

Gold Partner

Contact: Diane White, CMCA
Location: 13400 S. Route 59, Plainfield, IL, 60585
Phone: 312-823-2181
E-mail: dwhite1@allianceassociationbank.com
Website: www.westernalliancebancorporation.com/alliance-association-bank-home

Services Provided:
Banking and Finance Services
Loans

Return to top


Community Advantage

Gold Partner

Contact: Joel R. Starks, CMCA
Location: 201 S. Hough St., Barrington, IL 60010
Phone: 847-304-5946
Fax: 847-842-8904
E-mail: jstarks@communityadvantage.com
Website: www.communityadvantage.com
Year Established: 2009
Number of Employees: 14

Wintrust Community Advantage is one of the Midwest's leading providers of financial services to condominium, townhouse and homeowner associations. Wintrust Community Advantage offers a variety of products, from specialized financing to treasury management to reserve investments to online account services, paired with best-in-class client service and in-depth knowledge of the industry, products are customized and utilized with each association's needs, Wintrust Community Advantage can serve its clients more efficiently, accurately and promptly than other financial service providers.

Services Provided:
Banking and Finance Services

Return to top


Seacoast Commerce Bank

Silver Partner

Contact: Rachel Rowley
Location: 2758 US Hwy 34, Suite 126, Oswego, IL 60543
Phone: 331-305-0869
E-mail: rrowley@sccombank.com
Website: www.csccombank.com
Number of Associations Served in Last 5 Years: 495
Number of Employees: 100

Seacoast Commerce Bank is a specialized HOA/Property Management & Association bank specializing in the Community Association industry nationally. Seacost offers a wide array of services to the Property Management companies and Associations that include full service banking needs, reserve investment and loans.

Services Provided:
Banking and Finance Services

Return to top


HG&K LTD. Certified Public Accountants

Contact: Amy Dullum
Location: 5850 Opus Parkway, Suite 100, Minnetonka, MN 55343
Phone: 952-979-1156
Fax: 952-979-1160
E-mail: adullum@hgkcpa.com
Website: www.hgkcpa.com
Associations Served in the Last 5 Years: 250
Year Established: 1970's
Number of Employees: 17

For 25 years, HG&K has focused on the evolution of tax and compliance needs for common interest communities. We know what boards need to satisfy their fiscal responsibilities and we understand the statutes governing fees, budgeting, reserves and taxes.

Whether you are developing and managing condominiums or single-family homeowners associations, HG&K can advise the board on how to support positive relationships with property managers and members. Some services to consider include financial reporting, audits, reviews, outsourced controller and CFO services, QuickBooks® accounting, cash flow management and tax returns. For example, our experienced accountants can advise on which tax forms apply to your association and the timing of filings.

We can work closely with insurance and legal advisors and also refer you to additional resources as needed. Talk to us about your concerns and learn about our team.

Services Provided:
Accountants/CPAs
Banking & Finance Services
Consulting

Return to top


Sara Lassila, CPA, Inc.

Contact: Sara Lassila
Location: PO Box 202, Excelsior, MN 55331
Phone: 952-474-1631
E-mail: info@saralassila.com
Website: www.saralassila.com

My firm is known for solving client problems associated with accounting assurance (audit and review), financial reeporting, taxes and tax planning, and educating and assisting you to keep compliant with unique financial reports and tax rules and regulations. Clients include individuals, businesses (yes, Homeowners Associations are businesses - for both tax and financial reporting), nonprofit organizations, and contractors. Our client relationships are about "more than just the numbers."

Services Provided:
Accountant/CPAs
Banking & Finance Services
Training/Board Development

Return to top


Mutual of Omaha

Contact: Thomas Engblom
Location: 4149 W 97th Street, 2W, Oaklawn, IL 60453
Phone: 312-209-2623
Fax: 602-636-7985
E-mail: thomas.engblom@mutualofomahabank.com
Website: www.condocerts.com

Lockbox, CD's, credit cards, and lending

Services Provided:
Banking & Finance Services

 

Return to top


Union Bank Homeowners Association Services (Georgia)

Contact: Mickel Graham
Location: 3320 Holcomb Bridge RD., Norcross GA, 30092
Phone: 866-210-2333
Fax: 866-401-2911
E-mail: mickel.graham@unionbank.com
Website: www.smartstreet.com
Year Established: 1994
Number of Employees: 37

Union Bank's Homeowners Association Services brings strength, stability, commitment, and expertise and innovation to the association industry. Powered by our proprietary Smartstreet technology, we provide fully integrated banking solutions exclusively for community associations and management companies nationwide including online payments, information and support. We integrate with most industry accounting systems to provide seamless collection, processing and posting of homeowner payments. Union Bank can offer you the peace of mind that comes from working with a strong financial partner and a relationship with the personal service and integrated banking solutions you expect. Call us at 866-210-2333 or visit us at HOAbankers.com or smartstreet.com

Services Provided:
Banking & Financing Services

Return to top